Patents Assigned to SoVesTech, Inc.
  • Patent number: 10290057
    Abstract: A system and method for automated securities portfolio synchronization is provided. The system includes a lead trader account database, a follower account database, and a trade determination system. A follower provides a lead trader identification which is used to retrieve a lead trader portfolio from the lead trader account database for display to the Follower. The contents of the lead trader portfolio are compared to securities already owned by the follower and to a list of securities not to be purchased that is retrieved from the follower account database. The follower may then make adjustments to the lead trader portfolio and synchronize their portfolio to that of the lead trader.
    Type: Grant
    Filed: June 9, 2017
    Date of Patent: May 14, 2019
    Assignee: SoVesTech, Inc.
    Inventor: Joseph Fox